See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,994 | $138,044+109.3% | $125,339+130.6% | $134,475+114.9% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -12.94% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $6,616 | $5,243+26.2% | $4,814+37.5% | $4,740+39.6% |
| Participant deferral / active EE | $4,272 | $7,799-45.2% | $7,446-42.6% | $6,400-33.2% |
| Admin fee / account holder | $53,533 | $11,571+362.6% | $10,010+434.8% | $11,426+368.5% |